VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,699 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2022. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $709,388 | -0.0% | 3,886 | 0.0% | 0.08% | -1.3% |
| Q1 2024 | $709,621 | -3.5% | 3,886 | -9.9% | 0.08% | -10.6% |
| Q4 2023 | $735,275 | +6.1% | 4,315 | -3.3% | 0.08% | -3.4% |
| Q3 2023 | $693,150 | +16.4% | 4,461 | +21.7% | 0.09% | +22.2% |
| Q2 2023 | $595,630 | +2.5% | 3,667 | -2.8% | 0.07% | -2.7% |
| Q1 2023 | $580,925 | -8.8% | 3,772 | -10.1% | 0.07% | -15.9% |
| Q4 2022 | $636,858 | +12.3% | 4,194 | 0.0% | 0.09% | +1.1% |
| Q3 2022 | $567,000 | -6.4% | 4,194 | -0.8% | 0.09% | -1.1% |
| Q2 2022 | $606,000 | -11.5% | 4,227 | 0.0% | 0.09% | +1.1% |
| Q1 2022 | $685,000 | +5.7% | 4,227 | +12.1% | 0.09% | +11.5% |
| Q4 2021 | $648,000 | +11.9% | 3,772 | 0.0% | 0.08% | +1.3% |
| Q3 2021 | $579,000 | -0.9% | 3,772 | 0.0% | 0.08% | -2.5% |
| Q2 2021 | $584,000 | +5.2% | 3,772 | 0.0% | 0.08% | -1.2% |
| Q1 2021 | $555,000 | +4.3% | 3,772 | 0.0% | 0.08% | -1.2% |
| Q4 2020 | $532,000 | – | 3,772 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capstone Financial Advisors, Inc. | 610,365 | $51,991,000 | 23.72% |
| Stokes & Hubbell Capital Management, LLC | 600,423 | $51,144,000 | 19.89% |
| Stanford Investment Group, Inc. | 440,441 | $37,517,000 | 18.28% |
| Homrich & Berg | 1,918,872 | $163,449,000 | 14.78% |
| HM Capital Management, LLC | 151,998 | $12,950,000 | 13.18% |
| Bryn Mawr Capital Management, LLC | 149,994 | $12,776,000 | 13.02% |
| E&G Advisors, LP | 258,021 | $21,978,000 | 13.02% |
| MML INVESTORS SERVICES, LLC | 133,892 | $11,405,000 | 12.78% |
| Retirement Planning Group, LLC | 345,086 | $29,394,000 | 9.40% |
| Stearns Financial Services Group | 405,746 | $34,561,000 | 8.97% |